Estimated Net Worth
- $673 K - $1.5 M
Salary
- Unknown
Employment
- 02/05/2021 - 12/01/2023
Records
Financial Disclosure Details - OGE Form 278e (06/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | New York, New York | co-founder and managing director | 1/2021 | |
2 | Atlanta, Georgia | national security analyst | 1/2021 | |
3 | Newark, Delaware | Senior Advisor | 1/2021 | |
4 | Washington, District of Columbia | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Turner Broadcasting Systems | Salary | $10,407 | |
2 | University of Delaware Biden Institute | Consulting Fees | $3,000 | |
3 | IRA #1 | |||
3.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Stripe - sale of options | $250,001 - $500,000 | $100,001 - $1,000,000 | |
5 | Goldman Sachs RSU | None (or less than $1,001) | $201 - $1,000 | |
6 | The Goldman Sachs Group, Inc. - 401K (GS) | |||
6.1 | Blackrock Target Retirement 2050 | $50,001 - $100,000 | None (or less than $201) | |
7 | Stripe stock options | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Jersey City, New Jersey | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2015 | |
2 | New York, New York | Speaker's Bureau arrangement. This arrangement is no longer in effect. | 10/2018 | |
3 | San Francisco, California | I will retain my vested stock options. | 10/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
Nothing reported in this section |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Individual Brokerage Account | |||
1.1 | U.S. brokerage (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
1.2 | The Goldman Sachs Group, Inc. (GS) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.3 | Marathon Petroleum Corp. (MPC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.4 | Marathon Oil Corp. (MRO) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.5 | Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | Allspring Discovery Fund A (WFDAX) | $1,001 - $2,500 | ||
3 | Allspring Discovery Fund A (WFDAX) | $1,001 - $15,000 | $2,501 - $5,000 | |
4 | Wasatch Emerging Markets Small Cap FD (WAEMX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Stripe | Purchase | 05/20/2021 | $100,001 - $250,000 |
2 | Stripe | Sale | 05/20/2021 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
Nothing reported in this section |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 4 | sale of certain stock options |
2 | 7 | vested stock options |
6 | 2 | Capital gains |
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